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Jessica Atkinson

23 Years of Experience
Fort Walton Beach, FL
Broker

Jessica Atkinson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Walton Beach, FL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

29 Eglin Parkway, Fort Walton Beach, FL, 32548

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jessica is an associate/employee at Destin Financial Services, Inc. and dedicates minimal time to it. She also spends about half her time at Independent Retirement Associates as 'Other' and is a vocalist for The Rowdies, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2013 - Present · 12 yrs 6 mos
Raymond James Financial Services, INC.Broker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - August 2013 · 6 mos
Raymond James & Associates, INC.Broker
February 2013 - August 2013 · 6 mos
Morgan Keegan & Company, INC.Broker
June 2007 - February 2013 · 5 yrs 8 mos
Morgan Keegan & Company, INC.
June 2007 - February 2013 · 5 yrs 8 mos
A. G. Edwards & Sons, INC.
January 2006 - June 2007 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
July 2002 - June 2007 · 4 yrs 11 mos
State Registrations6 states
ALCOFLINLATX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.